
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled

Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new contact is added.
Triggers when a contact is updated.
Triggers when a contact is deleted.
Triggers when a contact is tagged.
Triggers when a contact is untagged.
Triggers when a campaign is created.
Action is the task that follows automatically within your Cakemail integrations.
Add a new contact in Cakemail
Update a perticular contact
Get the account details.
Shows all the Lists.
Get the DNS entries for the Tracking and the Bounce domains.
Show all email activity logs.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cakemail and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Cakemail data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Cakemail and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cakemail and Teamgate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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